Mariner Independent Advisor Network’s First Trust Rising Dividend Achievers ETF RDVY Stock Holding History

Mariner Independent Advisor Network’s Portfolio RDVY Stock Details RDVY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	$16.7M	Buy	430,689 +85,337	+25%	+$3.67M	0.72%	25
2022 Q2	$14.4M	Sell	345,352 -36,809	-10%	-$1.67M	0.61%	31
2022 Q1	$18.6M	Buy	382,161 +146,913	+62%	+$7.34M	0.72%	24
2021 Q4	$12.3M	Buy	235,248 +75,991	+48%	+$3.83M	0.58%	33
2021 Q3	$7.56M	Buy	159,257 +46,413	+41%	+$2.25M	0.37%	66
2021 Q2	$5.42M	Buy	+112,844	New	+$5.4M	0.25%	102
2019 Q3	–	Sell	-48,087	Closed	-$1.5M	–	387
2019 Q2	$1.5M	Sell	48,087 -11,102	-19%	-$339K	0.11%	190
2019 Q1	$1.8M	Sell	59,189 -129	-0.2%	-$3.78K	0.15%	154
2018 Q4	$1.64M	Buy	59,318 +12,283	+26%	+$356K	0.15%	158
2018 Q3	$1.48M	Buy	+47,035	New	+$1.46M	0.19%	117
2018 Q2	–	Sell	-68,535	Closed	-$2.04M	–	282
2018 Q1	$2.04M	Buy	68,535 +47,995	+234%	+$1.47M	0.13%	137
2017 Q4	$627K	Sell	20,540 -1,910	-9%	-$55.1K	0.07%	225
2017 Q3	$625K	Buy	22,450 +11,506	+105%	+$314K	0.1%	117
2017 Q2	$295K	Buy	+10,944	New	+$293K	0.04%	176

Other funds holding RDVY

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

ACM

Advance Capital Management Southfield, Michigan $2.64B AUM 13.57% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Mariner Independent Advisor Network's RDVY Position: Q3 2022 in Review

Mariner Independent Advisor Network increased its First Trust Rising Dividend Achievers ETF (RDVY) stake by 25% in Q3 2022, buying an estimated $3.67M and bringing the position to 430,689 shares worth $16.7M. The position accounts for 0.72% of the portfolio, ranked #25.

Mariner Independent Advisor Network first reported a position in RDVY in Q2 2017 and has held it in 14 quarters since. The position peaked at $18.6M in Q1 2022. 410 funds tracked by Wall St. Rank hold RDVY as of Q3 2022.

Mariner Independent Advisor Network held 430,689 shares of First Trust Rising Dividend Achievers ETF worth $16.7M as of Q3 2022.
Mariner Independent Advisor Network bought 85,337 First Trust Rising Dividend Achievers ETF shares in Q3 2022, an estimated $3.67M.
First Trust Rising Dividend Achievers ETF made up 0.72% of Mariner Independent Advisor Network's portfolio in Q3 2022, its #25 holding.
Mariner Independent Advisor Network first reported a position in First Trust Rising Dividend Achievers ETF in Q2 2017 and has held it in 14 quarters since.
Mariner Independent Advisor Network's First Trust Rising Dividend Achievers ETF position peaked at $18.6M in Q1 2022.
410 funds tracked by Wall St. Rank held First Trust Rising Dividend Achievers ETF as of Q3 2022.

Based on Mariner Independent Advisor Network's 13F filing for Q3 2022, filed 10 Nov 2022.